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WisdomTree International SmallCap Dividend Fund

211 hedge funds and large institutions have $597M invested in WisdomTree International SmallCap Dividend Fund in 2021 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 70 increasing their positions, 59 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 14

19% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 59

11% more funds holding

Funds holding: 190211 (+21)

7% more capital invested

Capital invested by funds: $558M → $597M (+$38.5M)

3.59% more ownership

Funds ownership: 38.14%41.73% (+3.6%)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

Holders
211
Holders Change
+21
Holders Change %
+11.05%
% of All Funds
3.25%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.11%
New
35
Increased
70
Reduced
59
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CT
76
Coastline Trust
Rhode Island
$1.1M +$25.8K +350 +2%
DC
77
Davenport & Co
Virginia
$1.08M -$15.5K -210 -1%
MCA
78
Maryland Capital Advisors
Maryland
$1.08M +$1.08M +14,677 New
OCM
79
One Capital Management
California
$1.05M -$60.5K -821 -5%
SPIA
80
Steward Partners Investment Advisory
New York
$978K
Cambridge Investment Research Advisors
81
Cambridge Investment Research Advisors
Iowa
$973K -$77.4K -1,051 -7%
1WM
82
1900 Wealth Management
Texas
$970K -$1.29M -17,463 -57%
IWP
83
IAG Wealth Partners
Wisconsin
$946K +$3.75K +51 +0.4%
MML Investors Services
84
MML Investors Services
Massachusetts
$907K -$252K -3,417 -22%
Stifel Financial
85
Stifel Financial
Missouri
$866K +$29K +394 +3%
Lido Advisors
86
Lido Advisors
California
$864K -$27.8K -378 -3%
RFN
87
RDA Financial Network
Iowa
$817K -$7.51K -102 -0.9%
Citigroup
88
Citigroup
New York
$807K +$24K +326 +3%
CFA
89
Cahill Financial Advisors
Minnesota
$781K -$2.58K -35 -0.3%
M&T Bank
90
M&T Bank
New York
$753K
OMC
91
Old Mission Capital
Illinois
$727K +$461K +6,256 +173%
RA
92
RFG Advisory
Alabama
$714K +$46.8K +636 +7%
SFM
93
Signet Financial Management
New Jersey
$700K -$115K -1,557 -14%
T
94
TRUADVICE
Florida
$697K +$26.6K +361 +4%
WSTAM
95
Wilbanks Smith & Thomas Asset Management
Virginia
$641K -$22.1K -300 -3%
CPO
96
Cerity Partners OCIO
New York
$613K -$27.9K -379 -4%
Thrivent Financial for Lutherans
97
Thrivent Financial for Lutherans
Minnesota
$604K
S
98
SimplyRich
California
$600K
MWM
99
Modera Wealth Management
New Jersey
$589K +$368 +5 +0.1%
AWM
100
AllSquare Wealth Management
New York
$585K